No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Andy is a designated Certified Financial Planner™ professional and Executive Vice President/Wealth Management. He began his career in 1997 at Legg Mason and transitioned to Morgan Stanley before joining Janney in 2013.
As a Certified Financial Planner™ Professional, Andy takes a holistic approach to his client’s entire financial picture – looking at each individual’s needs. He has received extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefit programs, and retirement planning. Andy completed his Bachelor’s Degree in Political Science from Roanoke College, VA. He holds his FINRA Series 7, 66, and 31 licenses and is also Health and Life Insurance licensed. Andy resides in Wilmington with his wife Chrissy and his two sons, Connor and Ryan. In his spare time, he enjoys running, snowboarding and spending time with his family.
Dana is a Senior Registered Private Client Associate and has over 25 years of experience within the financial services industry. She joined Janney with her team in 2013. Dana works closely with her financial advisors to deepen our client relationships through scheduling client appointments, preparing portfolio reviews and assisting with overall financial planning.
By completing the Business Productivity Specialist program and earning the advanced Janney designation, Dana will assist the team with organic growth of the business, as well as being more effective with team communication. The sessions of the program had a focus on financial planning, creating and finding organic business opportunities through the Firm’s Dashboard, and implementing the use of CRM & Activity Center.
Dana completed her Associates of Applied Science in Business Management from the University of Delaware. She holds her FINRA Series 7, 9, 10, 63 and 66 licenses. Dana is Health and Life Insurance licensed. She serves on the committee for her son’s Boy Scout Troop and in her spare time enjoys camping, scrapbooking, fishing and spending time with her family. Dana and her husband, David, have three sons, Carter, Foster and Sawyer.
Donna is our Private Client Associate. She began her career with Legg Mason Wood Walker and has served in the financial services industry since 1986. She assists the team and our clients with all aspects of account operations and service. She enjoys reading and spending time with her family.